Finance Assistant

Lake Superior YMCA • Duluth, MN

4d • $20 - $22 • Onsite

About The Position

The Finance Assistant maintains and updates financial records and answers basic financial questions from partner YMCAs and staff. The role also helps maintain a supportive, positive atmosphere that welcomes and respects all individuals. The Finance Assistant works collaboratively with the Finance Team and Central Services cross-functional team, has no direct supervisory responsibility, and reports to the Chief Financial Officer and VP of Administration and Shared Services.

This is a full-time, non-exempt position scheduled for 40 hours per week, Monday through Friday. Work is performed in a standard office using a desk, computer, and other office equipment. Travel may be necessary to other Lake Superior YMCA office locations, partner YMCAs, and local or regional YMCA and non-YMCA trainings, meetings, and events.

The position requires an associate degree in accounting or business, or at least two years of bookkeeping/accounting experience. CPR/AED for the Professional Rescuer or equivalent and Basic First Aid certifications are required; training may be provided after hiring, and certification must be obtained within 60 days. Higher certification levels are accepted. The employee must pass a background check.

The role involves regular computer use and communication by computer and phone or smart device, frequent sitting and reaching, movement around the work environment, and occasional lifting or moving of up to 25 pounds. The employee must be able to remain alert and sit or stand for extended periods. The work environment has a usually moderate noise level.

The YMCA describes its culture as welcoming, genuine, hopeful, nurturing, and determined, and emphasizes strengthening communities, belonging, individual development, and its core values of Honesty, Caring, Respect, and Responsibility. The organization commits to equal employment opportunity and affirmative action and to a diverse work environment.

Requirements

• Associate degree in accounting or business, or at least two years of bookkeeping/accounting experience.
• Ability to work with integrity, discretion, and a professional approach.
• Ability to relate effectively to diverse groups of people from all social and economic segments of the community.
• CPR/AED for the Professional Rescuer or equivalent, and Basic First Aid certification; certification must be obtained within 60 days of hiring. Training can be provided upon hiring, and higher certification levels are accepted.
• Ability to pass a background check.
• Ability to use a computer for extended periods and communicate using a computer and phone or smart device.
• Ability to move around the work environment, sit or stand for extended periods, remain alert, and occasionally lift or move up to 25 pounds.

Responsibilities

• Prepare account reconciliations, including bank reconciliations, for assigned areas.
• Prepare and post data for journal entries for assigned areas.
• Reconcile and monitor bank balances daily.
• Review general ledger accounts and related financial statements for reasonableness in assigned areas.
• Process draft payable transactions, manage credit card accounts, and ensure payments are made in a timely manner.
• Assist the Finance Leadership Team and auditors with annual audits.
• Help the Leadership Team provide information for audits conducted by outside agencies, such as grant funders.
• Assist the CFO and Finance Director with special projects and reviews.
• Help plan the budgeting process with the CFO and Finance Director and accurately enter budgets into software.
• Prepare ad hoc analyses and reports as requested.
• Handle and resolve membership and participant concerns, and inform a supervisor of unusual situations or unresolved issues.
• Model relationship-building skills, including listening first, in interactions.
• Assist with insurance reimbursement programs, including processing and keeping membership staff informed about insurance standards.
• Review and follow up on returned checks, bank drafts, and credit card expirations.
• Reconcile branch weekly deposits of cash and checks.
• Coordinate membership invoice mailings.
• Assist new employees with training on Daxko software and applicable procedures.
• Take on other duties as assigned to promote departmental goals.
• Work as a member of the Central Services cross-functional team, learning other departmental duties and backing up team members as needed.
• Respond to staff, member, and client inquiries promptly, and within 24 business hours when possible.
• Apply the YMCA core values of Honesty, Caring, Respect, and Responsibility while advancing its cause-driven culture.
• Support equal opportunity and affirmative action principles to help achieve a diverse work environment.

Benefits

• Retirement accounts, with a 12% YMCA contribution after two years of service with 1,000 hours in each of the two years.
• Medical, dental, vision, and life insurance plans.
• Medical and dependent flexible spending accounts.
• Long- and short-term disability coverage.
• Employee assistance program.
• Complimentary nationwide membership for two adults in a family at the YMCA.
• Discounts on programs, summer camps, and YMCA Camp Miller.
• Paid time off, about 120 hours per year and starting with 40 hours.
• Paid parental leave.
• Subscription to the Calm app.
• Bereavement leave.
• Paid holidays.
• Team member referral program.
• Employee engagement and appreciation activities.
• Growth and development opportunities.
• Free parking.
• Leadership certification and related training offered and encouraged.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree